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Evermay Wealth Management’s Occidental Petroleum OXY Stock Holding History

Evermay Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-59
Closed -$3.52K – 699
2023
Q4 		$3.52K Buy
+59
New +$3.6K ﹤0.01% 495

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Vanguard Group
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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Evermay Wealth Management's OXY Position: Q1 2024 in Review

Evermay Wealth Management sold out of Occidental Petroleum (OXY) in Q1 2024, closing a stake of 59 shares — an estimated $3.52K sold.

Evermay Wealth Management first reported a position in OXY in Q4 2023 and held it in 1 quarter. The position peaked at $3.52K in Q4 2023. 1,241 funds tracked by Wall St. Rank hold OXY as of Q1 2024.

  • Evermay Wealth Management reported no remaining Occidental Petroleum position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 59 Occidental Petroleum shares in Q1 2024, an estimated $3.52K.
  • Evermay Wealth Management first reported a position in Occidental Petroleum in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Occidental Petroleum position peaked at $3.52K in Q4 2023.
  • 1,241 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.